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The Senior Financial Analyst will support the Financial Planning & Analysis (“FP&A”) group within Ventas’s growing Seniors Living Asset Management business, reporting to the Director of FP&A. The Senior Financial Analyst will be the financial engine of the senior living team, and will be responsible for creating, managing and improving analyses, forecast models, due diligence and tenant/operator relationship monitoring processes, while creating various tools to support the proactive oversight of the portfolio. While we do not require any prior real estate or healthcare experience, we do require candidates who are smart, humble, and anxious to learn, work hard, and be an integral part of a company whose track record speaks for itself.
Responsibilities:
- Maintain and enhance forecast / earnings models relevant to the senior living business.
- Assist with earnings preparation, monthly business reviews, investor relations requests, and other internal / external reporting, including presentations for the Board of Directors and Management / Investment Committees.
- Analyze and model asset disposition and transactional situations and support strategic direction.
- Manipulate and evaluate operator, macroeconomic, and senior living industry data to produce insightful analyses, statistics, and reports that drive strategic decision-making and financial outperformance.
- Collaborate with multiple functions throughout the organization, including Corporate FP&A, Accounting, and Construction & Development, in order to prepare and support the development of information for reporting and analysis purposes.
- Benchmark the company’s senior living real estate portfolio against industry peers to identify areas of opportunity for differentiation, improvement, etc.
- Prepare due diligence and presentations of market studies, including competitive landscape and new supply analyses to inform portfolio management decisions.
- Identify and implement process improvement initiatives and support automation projects to improve the efficiency of the reporting cycle and ensure data accuracy.
- Provide overall analytical support as needed to the Senior Living Asset Management team, Corporate FP&A organization, and/or Senior Leadership on key strategic initiatives and other ad hoc requests.
Qualifications:
- 3+ years of progressive financial analysis or investment banking experience preferred.
- Bachelor’s degree in Real Estate, Finance, Economics, Statistics, Accounting or similar business field.
- Strong analytical and critical thinking skills to analyze data trends, draw conclusions, and create presentable, understandable reports to Senior Leadership.
- Strong verbal, written, presentation-building, and interpersonal communication skills.
- Process and detail oriented – always looking for ways to improve processes.
- Strong understanding of financial statements (Income Statement, Balance Sheet, Cash Flow) and overall financial markets.
- Exceptional proficiency with Microsoft Excel and PowerPoint required.
- Smart, collaborative, team-oriented, and intellectually curious, with an ability and desire to work in a deadline-oriented environment with competing priorities.
Source: Ventas Career Page
